JSBPX Mutual Fund

NAV$26.39

AUM$692,068.06

TER0.67%

Holdings16

JSBPX Mutual Fund

NAV$26.39

JPMorgan SmartRetirement Blend 2065 Fund Class R3 Class R3

AUM$692,068.06

TER0.67%

Holdings16

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Holdings Overlap Analysis

Compare JSBPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JSBPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JSBPX Mutual Fund Overlap Analysis

JSBPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

JSBPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JSBPX may share significant positions with broad-market funds.

JSBPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSBPX tax-loss harvesting finds highly correlated but non-identical funds.